HSBC Commercial Banking
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HSBC Commercial Banking Employees
HSBC Commercial Banking July 2014 - July 2014
Education
Oklahoma State University 2012 — 2015
Finance, Bachelor's Degree(GPA 3.58)
Dean’s office of the Virginia Tech Newman Library August 2015 - Present
HSBC Commercial Banking April 2014 - May 2014
Speedier Logistics Ltd. Co. June 2013 - July 2013
Agricultural Bank of China June 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Teaching, Photoshop, HTML, Team Building, Management, Project Management, Sales
Education
Virginia Polytechnic Institute and State University 2014 — 2016
Master of Accounting and Information Systems, Accounting
Shanghai University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wayne State University 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General, 3.71/4.00
HSBC Commercial Banking January 2015 - Present
HSBC February 2012 - December 2014
Pelesys Learning System May 2008 - February 2011
Jacob Fashion, Richmond Centre January 2008 - May 2008
Sunny Trade (Furniture) Ltd July 2006 - December 2006
Christchurch Chinese Methodist Church June 2005 - July 2006
Skills
Microsoft Office, Project Management, Customer Service, Time Management, Microsoft Excel, Management, Teamwork, CRM, Analysis, Financial Analysis, Marketing
Education
University of Canterbury 2002 — 2005
Bachelor of Commerce, Marketing Management
Christchurch Polytechnic Institute of Technology 2006 — 2007
Graduate Diploma, E-Commerce
Auckland Girls Grammar School
High school certificate, High School/Secondary Diplomas and Certificates
Zenefits November 2014 - Present
Green Purpose, LLC February 2014 - April 2014
BDO China - Guang Dong Shu Lun Pan Certified Public Accountants December 2012 - February 2013
HSBC Commercial Banking June 2012 - July 2012
Sun Yat-sen University September 2011 - June 2012
Skills
Auditing, Financial Analysis, Accounting, Payroll Analysis, QuickBooks, English, Microsoft Office, Chinese, Cantonese, Eviews, Zinemaker
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Science in Accounting
Sun Yat-Sen University 2009 — 2013
Bachelor of Economics
HSBC Commercial Banking December 2014 - March 2015
General Electric July 2014 - September 2014
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Corporate Finance, Teamwork, Data Analysis, Research, Microsoft Word, Finance, English, PowerPoint, Valuation
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Finane
Zhejiang University 2011 — 2015
Bachelor’s Degree, Finance, General, 3.8
Textura Corporation June 2015 - Present
Global Vision Consulting Limited March 2015 - Present
DRV Rohstoffverwertung GmbH June 2014 - August 2014
HSBC Commercial Banking October 2012 - December 2012
Hongyuan Securities July 2012 - August 2012
Bank of Communications Limited December 2011 - January 2012
Skills
R, Finance, SQL, Data Analysis, Banking, Business Analysis, Financial Analysis, Communication, Presentations, Creative Services, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, SAS, Strategic Planning
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Computational Finance
State University of New York at Buffalo 2013 — 2014
Master's degree, Finance and Financial Management Services
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, Business English, second degree: Finance
Watershed Conservation Authority November 2014 - Present
South Gate Chamber of Commerce April 2013 - November 2013
Conifer Health Solutions January 2011 - August 2013
HSBC Commercial Banking June 2008 - January 2010
The Kavinoky Law Firm May 2006 - April 2007
Skills
Data Entry, Customer Service, Process Improvement, Outlook, Microsoft Excel, Accounts Receivable, Insurance, Healthcare, Call Centers, Financial Analysis, Access, Invoicing, Microsoft Word, Microsoft Office, 10 Key, Time Management, Public Speaking, General Ledger, Data Analysis, Spanish, Coaching, Teamwork, Marketing, Business Process..., Windows, Troubleshooting, Call Center, Research, Accounting, Computer Hardware, Sales Management, Event Planning, Customer Satisfaction, Management, Account Management, Budgets, English, Psychology, QuickBooks, Accounts Payable, Team Building, Sales
Education
University of Phoenix 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.47
Pasadena City College 2001 — 2002
Business and Marketing, 3.8
Deloitte & Touche LLP July 2014 - July 2014
Standard Chartered Bank June 2013 - July 2013
HSBC Commercial Banking June 2012 - July 2012
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Auditing, Financial Services, Microsoft Excel, Capital Markets, Capital IQ, Bloomberg
Education
University of Rochester 2014 — 2015
Master's Degree, Finance
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Accounting and Finance
HSBC Commercial Banking May 2014 - July 2014
PricewaterhouseCoopers LLP July 2013 - August 2013
SIE International Summer School June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Social Media, Public Speaking, Event Planning, Time Management, Market Research, Corporate Finance, Valuation, Statistics, Data Analysis, Finance, Auditing, Internal Controls, Internal Audit, Persuasive Presentations, Financial Analysis, Team Leadership
Education
University of Southern California 2011 — 2015
Bachelor's Degree, Accounting
University of Southern California 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Beijing Huijia Private School 2008 — 2011
International Baccalaureate Diploma
VoiceIt Technologies, LLC June 2014 - Present
St. Olaf College September 2012 - May 2015
HSBC Commercial Banking June 2013 - August 2013
Korea Policy Institute April 2012 - June 2012
Skills
Microsoft Office, Project Management, R, EViews, Photoshop, Microsoft Excel, Microsoft Word, Public Speaking, Research, Photography, LaTeX, Gretl, Statistics, Data Analysis
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and Statistics
University of Illinois at Urbana-Champaign August 2011 - Present
Guangdong Jianming Accounting Firm May 2013 - August 2013
HSBC Commercial Banking May 2012 - August 2012
Skills
Accounting, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Management, Auditing, Research, Financial Reporting
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Affiliated high school of south china normal university
Affiliated high school of south china normal university
Master of Accounting Science at University of Illinois at Urbana-Champaign
Master of Accounting, Accounting and Finance
M&T Bank December 2014 - Present
Cedar Rapids Titans January 2013 - June 2014
HSBC Commercial Banking November 2011 - January 2013
Emedco February 2010 - June 2011
Skills
Graphic Design, Adobe Creative Suite, QuarkXPress, Laminating, Digital Printing, Illustration, Business Cards, Logo Design, Commercial Banking, Anti Money Laundering, Art, Professional Sports
Education
Seton Hill University 2005 — 2009
Bachelor of Fine Arts (B.F.A.), Graphic Design
HSBC Commercial Banking May 2015 - Present
Scotiabank January 2013 - April 2015
Scotiabank May 2011 - December 2012
University of Victoria January 2012 - May 2012
Skills
Customer Service, Financial Analysis, Banking, Accounting, Training, Management, Business Analysis, Sales, Portfolio Management, Time Management, Finance, Financial Risk
Education
University of Victoria 2009 — 2012
BCom, General Management (Finance)
Shandong University 2006 — 2008
Bachelor, General Study
CFA Institute
CFA Level 3 Candidate
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking December 2012 - December 2014
The Bank of Tokyo-Mitsubishi UFJ, Ltd. December 1999 - November 2012
The Fuji Bank, Ltd. (Mizuho Bank) 1994 - 1998
The Dai-Ichi Kangyo Bank, Ltd. (Mizuho Bank) 1992 - 1994
NCNB Texas (Bank of America) 1989 - 1994
Skills
FINRA Series 79..., FINRA Series 63..., Credit, Commercial Banking, FINRA, Series 63, Credit Analysis
Education
University of Houston 1983 — 1988
Master of Business Administration, Bachelor of Business Administration, Finance
TALSOM January 2015 - Present
Unifin Financiera July 2010 - June 2013
Rideau Recognition Solutions September 2008 - March 2010
Rideau Recognition Solutions March 2008 - September 2008
Nissan Motor Corporation March 2004 - March 2007
PROSA June 2003 - February 2004
HSBC Commercial Banking September 1997 - September 2002
MetLife 1996 - 1997
BBVA Bancomer March 1993 - March 1995
Skills
Financial Analysis, Finance, Accounting, Invoicing, Accounts Payable, Credit Risk, Credit Analysis, Lines Of Credit, Negotiation, Problem Solving, Value-added, Leadership, Planning / Organization, Management, Commercial Banking, Automotive, Quality Improvement, Policies & Procedures..., Customer Experience, ERP/Dynamics/SAP/Lynux-O..., Kroner/Cis/Total..., Dynamics/RCA/DataScan/Fo..., SQL/Databases
Education
College Essor 2015 — 2015
Comptabilité
Normand Pinard 2014 — 2014
Crédit
Commission scolaire Marguerite-Bourgeoys 2013 — 2014
Entrepreneurial
AMFE - Association d'Entités Financières Spécialisées 2012 — 2013
Disaster Recovery Planning - (DRP) / Blanchiment d'argent
Universidad Tecnológica de México 2001 — 2001
Investissements et projets financiers
Bourse Mexicaine 2000 — 2000
Conseiller financier
Universidad Tecnológica de México 1996 — 1997
DESS, Qualité et productivité
Universidad Tecnológica de México 1992 — 1996
Bachelor of Business Administration (B.B.A.)
Webster Bank October 2014 - Present
HSBC Commercial Banking 2001 - 2014
Summit Bank January 1998 - June 2001
PNC January 1991 - January 1998
Westpac January 1989 - January 1991
Chemical Bank September 1986 - January 1989
Education
University of Pittsburgh 1982 — 1986
Bachelor's Degree, Dual Major - Mathematics / Businerss
HSBC Commercial Banking
Skills
Stata, Financial Analysis, Financial Modeling, Economics, Econometrics, Valuation, Financial Markets, Teamwork, Finance, Corporate Finance, Customer Service
Education
University of Cambridge 2010 — 2011
MPhil, Economics
York University 2006 — 2010
B.A. Specialized Honours, Economics
GE Power Conversion July 2014 - August 2014
中国银行 June 2014 - July 2014
Red Bull January 2014 - February 2014
HSBC Commercial Banking June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, 项目管理, 顾客服务, 研究, Strategic Planning, Sales, Research, Public Speaking, PowerPoint, Leadership, Event Planning
Education
University of Maryland college park 2014 — 2015
Master of Engineering (M.Eng.), Project Management
University of Delaware 2009 — 2013
Sterling National Bank October 2015 - Present
IDB Bank January 2015 - Present
BHI USA May 2012 - November 2014
Bank Leumi USA June 1998 - May 2012
HSBC Commercial Banking October 1990 - June 1998
Bank of Boston July 1988 - October 1990
Skills
Sales, Finance, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Corporate Finance, Commercial Lending, Financial Analysis, Credit Risk, Financial Risk, Portfolio Management, Asset Based Lending, Small Business Lending, Risk Management
Education
New York Institute of Technology 1984 — 1988
Bachelor's Degree, Communications
HSBC Commercial Banking May 2015 - Present
Trepp, LLC August 2014 - April 2015
Jack Jolly & Son, Inc. January 2011 - August 2014
Kaleidoscope After-School Program September 2013 - May 2014
EverBank May 2013 - August 2013
West Virginia University August 2012 - December 2012
West Virginia University February 2012 - May 2012
Skills
Finance, Microsoft Excel, Teamwork, Microsoft Office, Kepner-Tregoe, Writing, PowerPoint, Microsoft Word
Education
West Virginia University 2011 — 2014
Bachelor's Degree, Finance, Summa Cum Laude
CIMBA UG Spring 2013 2013 — 2013
Study Abroad
Montclair State University 2010 — 2010
Harding Elementary School October 2015 - Present
Bank of China Investment Management April 2015 - May 2015
Boys & Girls Clubs of America October 2014 - December 2014
Girls Inc. October 2014 - December 2014
HSBC Commercial Banking September 2014 - October 2014
Skills
Commercial Banking, Investment Management, International Sales, Translation, Elementary Education, Microsoft Word, Microsoft Excel, Adobe Illstrator, Adobe Photoshop, Tourism, Academic Writing, Tutoring, Research, Chinese, PowerPoint, ESL, Educational Leadership
Education
University of California, Santa Barbara 2012 — 2015
Global & International Studies, Minor in Art History and Education
CITIC Securities Company Limited April 2015 - Present
United Nations August 2014 - Present
HSBC Commercial Banking August 2012 - January 2013
Aon Hewitt August 2011 - December 2011
AIESEC March 2010 - July 2011
Skills
English, Financial Analysis, Mandarin, Corporate Finance, Economics, Market Research, Teamwork, Data Analysis, Microsoft Excel, Business Strategy, Financial Modeling, Microsoft Office, PowerPoint, Chinese, Accounting, Research, Microsoft Word, Management Consulting, Financial Accounting, Business Analysis, Risk Management, Finance, Team Management
Education
William E. Simon School of Business 2013 — 2014
Master's degree, Finance and Financial Management Services
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, TOP 5%
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Statistics
HSBC Commercial Banking March 2013 - Present
HSBC July 2007 - March 2013
Skills
Banking, Credit, Credit Risk, Trading, Portfolio Management, Loans, Financial Analysis, Supply Chain, International Trade, Commercial Banking, Credit Analysis, Cash Management, Financial Risk, Due Diligence, Trade Finance, Derivatives, Fixed Income
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration
HSBC Commercial Banking November 2014 - Present
BDO USA, LLP December 1990 - July 2014
Skills
Restructuring, Bankruptcy, Retail, Apparel, Distribution, Finance, Accounting, Business Development, CRM, Loans, Private Equity, Forensic Accounting, Business, Due Diligence, Debt Restructuring, Mergers & Acquisitions, Corporate Finance, Credit
Education
University of Michigan
BBA, Business
HSBC Commercial Banking August 2015 - Present
Bank Leumi USA April 2014 - August 2015
Citi Commercial Bank May 2011 - April 2014
JPMorgan Chase 2007 - 2011
Wachovia Bank 2004 - 2007
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Small Business Lending, Debt Restructuring, Credit Risk, Lines Of Credit, Letters of Credit, Foreign Exchange, Cash Flow Lending, Treasury Services, Financial Services, Loan Origination, Cash Flow, Loans, Mortgage Lending, Commercial Mortgages, Portfolio Management, Small Business, Cross Selling, Consumer Lending, Banking, Relationship Management, Credit Cards, Finance, Asset Based Lending, Trading, Retail Banking, Capital Markets, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA, Financial Economics & Political Science
SBHS 1995 — 1999
HSBC Commercial Banking December 2014 - Present
BMO Institute for Learning March 2014 - December 2014
Scotiabank August 2013 - December 2013
TMX Group – The Canadian Depository for Securities Limited (CDS) August 2011 - June 2013
Research In Motion April 2011 - August 2011
Research In Motion January 2011 - April 2011
FLOSS Manuals October 2010 - October 2010
Skills
XML, DITA, FrameMaker, XMetal, MadCap Flare, HTML, CMS, Adobe Acrobat, Photoshop, Illustrator, Newsletters, Software Documentation, Technical Documentation, Online Help, RoboHelp, Technical Writing, Content Management, Technical Communication, Adobe LiveCycle Designer, Manuals, Editing
Education
University of Toronto 2014 — 2014
Course Completed, Project Management for Financial Services
Seneca College of Applied Arts and Technology 2010 — 2011
Ontario College Graduate Certificate, Technical Communications
York University 2003 — 2007
Honours BA, History and Humanities
Rochester City School District VP & CFODatroseMay 1998 - January 2009
HSBC Commercial Banking September 1989 - April 1998
Skills
Youth Development, Teaching, Curriculum Design, Curriculum Development, Special Education, Staff Development, Classroom, Lesson Planning, Program Development, Community Outreach, Higher Education, Educational Leadership, Tutoring, Classroom Management, Educational Technology, Public Speaking, Grant Writing, Nonprofits, Literacy, Elementary Education
Education
Rochester Institute of Technology
Master of Business Administration (MBA), Finance & International Business
St. John Fisher College
Bachelor of Science (BSc), Accounting
HSBC Commercial Banking April 2015 - Present
Association of Women in Finance August 2014 - Present
Skills
Foreign Exchange, Property Financing, Strategic Planning, Small Business, Banking, Commercial Banking, Financial Analysis, Investments, Finance, Entrepreneurship, Business Strategy, Public Speaking, New Business Development, Business Planning, Self-driven, Budgets, Mortgage Lending, Accounting, Business Development, Real Estate, Team Building, Leadership, Negotiation, Start-ups, Strategy, Portfolio Management, Marketing, Corporate Finance, Mergers
Education
University of Alberta
BA
HSBC Commercial Banking June 2015 - Present
UBS Wealth Management June 2013 - September 2014
NuStar Energy Corporation September 2011 - August 2012
Aspen Beverage Group May 2007 - August 2007
Skills
Media Relations, Public Relations, Project Planning
Education
Texas A&M University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Office of the Comptroller of the Currency June 2015 - Present
HSBC Commercial Banking March 2015 - May 2015
M&T Bank June 2014 - March 2015
University at Buffalo February 2013 - March 2015
University at Buffalo September 2012 - May 2014
Skills
Teamwork, Leadership, Customer Service, Time Management, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Research, Finance, Management
Education
State University of New York at Buffalo - School of Management 2012 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2
Singapore Institute of Management 2013 — 2013
Study Abroad Summer '13, Business Administration and Management, General
State University of New York College of Agriculture and Technology at Morrisville 2010 — 2012
Associate of Science (A.S.), Business Administration, 3.0
The PrivateBank National Commercial Banking December 2014 - Present
HSBC Commercial Banking November 2013 - August 2014
HSBC Securities April 2006 - November 2013
HSBC May 2004 - April 2006
Bank of the West June 2001 - May 2004
Skills
Relationship Management, Manage Client..., Global Cash Management, Revolving Lines of..., International Strategy, Financing Alternatives, Credit Analysis, Trade Finance, Contract Negotiation, Capital Markets, Credit, Securitization, Banking
Education
University of Southern California 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
HSBC Commercial Banking September 2014 - Present
JPMorgan Chase November 2013 - Present
JPMorgan Chase May 2012 - November 2013
JPMorgan Chase June 2010 - February 2013
JPMorgan Chase August 2007 - June 2010
Citi July 2006 - August 2007
Skills
Financial Analysis, Series 63, Banking, Credit, Securities, Portfolio Management, Management, Sales, Finance, Treasury Management, Commercial Banking, Marketing, Relationship Management, Business Analysis, Financial Services, Microsoft Office, Risk Management
Education
Penn State University 2002 — 2006
BS, Accounting and French Minor
HSBC Commercial Banking January 2015 - Present
HSBC February 2014 - January 2015
National Bank of Kuwait March 2011 - March 2013
Mashreqbank October 2005 - March 2011
Faysal Bank September 2003 - August 2004
Skills
Commercial Banking, Banking, Credit, Corporate Finance, Trade Finance, Credit Risk, Credit Analysis, Investment Banking, Portfolio Management, Financial Analysis, Financial Risk, Finance, Retail Banking, Relationship Management, Structured Finance, Loans, Financial Structuring, Bonds, Cross Selling, Cash Management, Capital Markets, Financial Modeling, Project Finance, Investments, Syndications, Financial Institutions, Fixed Income, Moody's Risk Analyst, Microsoft Excel, Debt Capital Markets, Loans Trading, Macroeconomics, Statistics, Commercial Leasing, Margining, Construction Finance, Real Estate Financing
Education
Middlesex University 2004 — 2006
Master of Science (MSc), Financial Management, Distinction
St. Cloud State University 1996 — 2000
Bachelor of Science (B.S.), Business Computer Information Systems
FSO Onsite Outsourcing August 2015 - Present
Valley Health System September 2013 - January 2015
Holy Name Medical Center January 2012 - April 2013
North Jersey Orthodontics June 2011 - January 2012
HSBC Commercial Banking October 2010 - June 2011
Cablevision December 2007 - July 2010
H&M December 2005 - October 2007
Education
Monroe College 2014 — 2015
Associate’s Degree, Business Administration and Management, General
Newport Private Wealth May 2015 - Present
HSBC Commercial Banking July 2014 - February 2015
BMO Asset Management Inc. June 2013 - September 2013
BMO April 2012 - August 2012
Skills
Accounting, Strategic Financial..., Financial Analysis, Banking, Finance, Product Management, Financial Modeling, Cash Management, Portfolio Management, Corporate Finance, Leadership, Microsoft Office, PowerPoint, Teamwork, Time Management, Public Speaking, Social Media
Education
Queen's University 2010 — 2014
Bachelor of Commerce (BCom), Accounting and Finance
Nesound KanKan [kankan.com] June 2015 - August 2015
Changsha LianHang Real Estate Investment Consulting Co., Ltd June 2013 - August 2013
HSBC Commercial Banking June 2012 - July 2012
China Construction Bank May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, InDesign, Prezi, SPSS, Data Organize, Data Collection
Education
University of Southern California 2014 — 2016
Master's Degree, Communication and Media Studies
Purdue University 2010 — 2014
Bachelor's Degree, Double Major in Management and Finance
RE/MAX July 2015 - Present
EXCELONG (USA) Inc. December 2013 - August 2014
HSBC Commercial Banking July 2012 - July 2012
HBIS ((Hebei Iron and Steel Corporation) May 2011 - August 2011
Skills
Corporate Finance, Commercial Banking, Financial Statements, Fixed Income, Market Research, Sales Management, Investment Management, Microsoft Office, OS X, Microsoft Excel, Statistics, S-Plus, VBA
Education
St. John's University 2014 — 2016
Master of Science (M.S.), Investment and Management
University of Nebraska at Omaha 2010 — 2013
Bachelor of Science (BS), Financial Market and Banking
M&T Bank July 2015 - Present
HSBC Commercial Banking March 2015 - July 2015
Berkshire Bank February 2012 - March 2015
Citi June 2011 - February 2012
Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Portfolio Management, Bloomberg Terminal, Bloomberg, Credit Analysis, Equity Research, Risk Management, Fixed Income, Equities, Derivatives, Accounting, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Master of Science, Finance
Ithaca College, Park School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
HSBC Commercial Banking July 2014 - August 2014
Zhengzhou Commodity Exchange June 2013 - August 2013
China Construction Bank (Asia) Corporation Limited June 2012 - August 2012
Skills
Data Analysis, Financial Analysis, SAS, Microsoft Office Suite, Financial Accounting, Financial Modeling, Financial Risk, Equity Research
Education
The Ohio State University 2011 — 2014
Bachelor of Science in Finance with Research Distinction, Finance, magna cum laude, GPA: 3.8/4.0
HSBC Commercial Banking December 2013 - June 2014
Orient Securities May 2013 - November 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Financial Analysis, Teamwork, Public Speaking, Data Analysis, Financial Services, Strategy, English
Education
The Johns Hopkins University 2014 — 2015
Finance, Master’s Degree
Shanghai University of Finance and Economics 2010 — 2014
Marketing/Marketing Management, Bachelor’s Degree
HSBC Commercial Banking April 2013 - Present
Citi August 2007 - April 2013
Citi January 2004 - July 2007
City of New York January 2001 - December 2003
Risk Management Software India, Ltd. 1998 - 2000
Skills
Risk Management, CRM, Strategy, Management, Trading, Banking, Financial Services, Trade Finance, Analysis, Corporate Finance, Credit Risk, Business Analysis, Logistics, Sales, Product Management, Finance, Contract Negotiation, Relationship Management, Vendor Management, International Trade, Portfolio Management, Supply Chain
Education
Rutgers University 2005 — 2007
MBA, Supply Chain Management & Finance
Shivaji University 1994 — 1998
BS, Computer Science & Engineering
HSBC Commercial Banking September 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Wells Fargo February 2011 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - November 2009
Wachovia May 2008 - January 2009
Wachovia July 2007 - May 2008
BB&T December 2005 - July 2007
Bank of America January 2004 - December 2005
Bank of America September 2002 - January 2004
Education
Pfeiffer University 2001 — 2004
B.S. Business Administration & MIS
Penn State University 1987 — 1990
Administration of Justice
Marlborough High School 1982 — 1986
The Walt Disney Company June 2015 - Present
Flower City Habitat for Humanity January 2015 - April 2015
HSBC Commercial Banking June 2014 - July 2014
Nationwide Insurance July 2013 - January 2014
Ohio Board of Regents June 2012 - July 2013
The Ohio State University April 2012 - December 2012
The Ohio State University October 2011 - December 2012
Universal Low Vision Aids June 2012 - August 2012
The Ohio State University March 2012 - August 2012
Stream Travels January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Word, Access, Outlook, StatTools, Minitab, Bilingual, PowerPoint, Accounting, Finance, Risk Management, Tutoring, Online Tutoring, Corporate Finance, Data Analysis, Analysis, Financial Analysis, Economics, Microsoft Office, Financial Modeling, Leadership
Education
University of Rochester 2014 — 2015
Master of Science in Finance, Finance, General
The Ohio State University 2010 — 2013
Bachelor of Science in Business Administration, Finance, 3.8
HSBC Commercial Banking July 2012 - Present
HSBC Commercial Banking July 2011 - July 2012
UBC Career Services September 2009 - April 2011
Skills
Financial Analysis, Banking, Financial Modeling, Portfolio Management, Credit
Education
The University of British Columbia 2006 — 2011
Bachelor of Arts
The Chinese University of Hong Kong 2010 — 2010
Visa June 2015 - Present
HSBC Commercial Banking February 2014 - July 2014
HSBC Retail Banking and Wealth Management August 2012 - January 2014
HSBC Retail Banking and Wealth Management August 2010 - July 2012
ABeam Consulting July 2009 - July 2010
Skills
Financial Analysis, Management, Financial Modeling, Strategy, Business Strategy, Market Research, Data Analysis, Microsoft Office, Project Management, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
National Taiwan University 2005 — 2009
Finance, Bachelor of Business Administration (BBA)
University of Maryland College Park 2007 — 2008
Exchange Student Program
M&T Bank April 2014 - Present
HSBC Commercial Banking August 2013 - April 2014
HSBC Commercial Banking December 2011 - August 2013
HSBC June 2010 - December 2011
HSBC March 2010 - June 2010
Skills
Finance
Education
SUNY at Buffalo 2006 — 2009
Bachelor of Applied Science (BASc), Marketing/Business Administration and Management, 3.1
HSBC Commercial Banking July 2014 - July 2014
ICBC (Asia) July 2013 - August 2013
Skills
English, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Financial Analysis, Corporate Finance
Education
University of Rochester 2015 — 2016
Master of Finance
Soochow University (CN) 2011 — 2015
Finance, Bachelor
Soochow University (Tai Wan) 2014 — 2014
Academic Tour
University of Wisconsin-Madison 2014 — 2014
Exchange
HSBC Commercial Banking September 2013 - Present
Wells Fargo Business Banking Group 2007 - 2013
Citi 2006 - 2007
JPMorgan Chase & Co. 2004 - 2006
Bank of America Premier Banking 1997 - 2004
Skills
Portfolio Management, Commercial Banking, Credit Risk, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Retail Banking, Small Business Lending, Mortgage Lending, Relationship Management, Marketing Communications, Organizational..., Technical Writing, Product Marketing, Employee Training, Motivation, Wellness Coaching, Psychology, Employee Relations, Management, Commercial Real Estate, Construction Lending, SBA Lending, International Business, International Business...
Education
The University of Texas at Dallas 1999 — 2001
MBA candidate, Business, Management, Marketing, and Related Support Services
University of Maryland College Park 1994 — 1997
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
LSUS Capital LLC February 2015 - Present
HSBC Commercial Banking June 2014 - August 2014
Cambridge Alliance Capital LLC February 2014 - June 2014
China International Fund Management Co., Ltd December 2013 - January 2014
Triway International Group February 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Sports, Customer Service, Teamwork, Research, Event Planning, Sports Management, Event Management, Public Speaking, Football, Time Management
Education
New York University 2012 — 2016
Bachelor of Arts (BA), Economics and Mathematics, 3.81
Raffles Institution 2008 — 2012
HSBC Bank Canada I COO, CMB Business Management August 2015 - Present
HSBC- Commercial Banking September 2012 - July 2015
HSBC- Retail Banking and Wealth Management September 2010 - August 2012
Uncle Al Learning Centre October 2007 - June 2011
Simon Fraser University September 2009 - April 2011
Skills
Financial Risk, Sales, Loans, Credit Analysis, Management, Credit, Analysis, Financial Analysis, Customer Relations, Customer Service, Customer Satisfaction
Education
Simon Fraser University 2007 — 2011
Bachelor of Arts (BA), Major Communication, Minor Publishing
Arc of Monroe County April 2012 - Present
HSBC Commercial Banking December 2005 - Present
Skills
Microsoft Office, Project Management, Leadership, Sales, Strategic Planning, Microsoft Word, PowerPoint, Banking, Customer Service, Finance
Education
University at Buffalo
CIBC October 2014 - Present
Freshii September 2013 - October 2014
Grameenphone Ltd [Subsidiary of Telenor, Norway] March 2007 - July 2013
Grameenphone Ltd [Subsidiary of Telenor, Norway] July 2005 - March 2007
HSBC Commercial Banking January 2005 - April 2005
Skills
Financial Statements, Microsoft Excel, POS, Oracle E-Business Suite, OBIEE, Oracle Discoverer, Internet Explorer, Microsoft Exchange, Customer Service, Finance, COINS, IBM Content Manager, Tops, Electronic Funds..., Outlook, ERP, Budgets, Financial Analysis, Management, Auditing, Analysis
Education
North South University 2006 — 2010
Master of Business Administration (MBA)
North South University 2000 — 2005
Bachelor of Business Administration (BBA)
HSBC Commercial Banking August 2014 - Present
HSBC November 2013 - August 2014
HSBC July 2013 - November 2013
Skills
Financial Analysis, Presentations, Case Studies, Credit Analysis, Lines Of Credit, Credit Risk, Credit, Financial Statement..., Financial Statements, Teaching, Data Analysis, Human Resources, Corporate Finance, Banking, Finance, Microsoft Excel, Commercial Banking, Loans, Analysis, PowerPoint
Education
University of Warwick 2012 — 2012
Finance, General, 3.5/4.0 GPA
University of California, Riverside 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Pepperdine University Graziadio School of Business and Management January 2015 - Present
Pepperdine University Graziadio School of Business and Management November 2014 - Present
HSBC Commercial Banking July 2013 - August 2013
The Bank of East Asia, Limited January 2013 - February 2013
Skills
Social Media, Financial Analysis, Human Resources, Management, Marketing, Team Building, Microsoft Excel, English, Leadership, PowerPoint, Research, Microsoft Office
Education
Pepperdine University 2014 — 2015
Master of Science in Applied Finance, Finance, General, 3.7
Wuhan University 2010 — 2014
Bachelor of Science in Finance, Finance, General
HSBC Commercial Banking September 2015 - Present
HSBC December 2013 - September 2015
HSBC October 2012 - December 2013
HSBC September 2011 - January 2013
HSBC September 2012 - December 2012
HSBC May 2012 - August 2012
Skills
Retail Banking, Commercial Banking, Banking, Relationship Management, Portfolio Management, Financial Services, Finance, Cross Selling, Consumer Lending, Loans, Mortgage Lending, Commercial Lending, Branch Banking, New Business Development, Marketing Communications, Marketing, Product Marketing, Email Marketing, Direct Marketing, Communication Skills, Corporate Communications, Strategic Communications, Managing Agency..., Agency Coordination, Financial Analysis, Management, Business Relationship..., Strategy, Project Management, Marketing Strategy, Digital Marketing, Stakeholder Management
Education
IFS School of Finance 2011 — 2013
Bachelor of Science (B.Sc.), Banking Practice and Management
University of Nottingham 2008 — 2011
Bachelor of Science (B.Sc.), Psychology
Research Now July 2015 - Present
Research Now September 2014 - July 2015
Myplanet Digital January 2014 - March 2014
University of Waterloo September 2012 - August 2013
HSBC Commercial Banking May 2012 - August 2012
University of Waterloo September 2011 - April 2012
Skills
Web Design, Web Development, Web Applications, HTML 5, After Effects, Mobile Web Design, Project Management, JavaScript, Photoshop, Illustrator, Lean Startup, CSS3, AngularJS, SASS, Teamwork, User Experience, HTML5, HTML, CSS, Public Speaking, Leadership, Data Analysis, PHP, User Interface Design
Education
Sheridan College 2013 — 2014
Ontario College Graduate Certificate, Applied Science and Technology
University of Waterloo 2009 — 2013
Honours Bachelor of Arts, Economics, Finance Specialization
HSBC Commercial Banking January 2014 - Present
HSBC June 2012 - December 2013
HSBC September 2012 - September 2012
HSBC July 2010 - June 2012
Mayrsohn International May 2009 - July 2010
Avalon Partners June 2008 - August 2008
Skills
Risk Management, Banking, Strategy, Negotiation, Sales, Wealth Management, Financial Analysis, Relationship Management, Commercial Banking, Leadership, Diversity and Inclusion, International Trade, Payments and Cash..., Operations, Finance, Portfolio Management, Credit, Microsoft Excel, Microsoft Office, Financial Risk, Management
Education
University of Florida 2005 — 2009
Bachelor of Science (BSc), Finance, Cum Laude
Illinois Business Consulting September 2014 - Present
和君集团 May 2015 - August 2015
Huapu Tianjian CPA February 2014 - August 2014
HSBC Commercial Banking June 2013 - September 2013
哈尔滨空调股份有限公司 January 2013 - March 2013
Skills
领导力, Microsoft Office, 管理咨询, Microsoft Excel, 研究, 分析, Microsoft PowerPoint, Microsoft Word, 咨询
Education
美国伊利诺伊大学香槟分校 2014 — 2016
Human Resources and Industrial Relations, Master of Human Resources and Industrial Relations
西安外国语大学 2010 — 2014
English, Bachelor of Arts (B.A.)
Morgan Stanley Huaxin Securities July 2014 - August 2014
HSBC Commercial Banking August 2011 - August 2011
China Merchants Securities Co., Ltd. July 2011 - July 2011
Education
Tufts University 2013 — 2015
Master's Degree, Economics
Renmin University of China 2009 — 2013
Bachelor's Degree
HSBC Commercial Banking May 2014 - Present
HSBC Bank Canada July 2013 - Present
HSBC Bank Canada September 2010 - June 2013
Olympia Trust Company November 2009 - July 2010
Skills
Commercial Banking, Shareholder..., Sales Management, Shareholder, Relationship Management, Credit, Finance, Financial Analysis, Credit Analysis, Banking, Credit Risk, Mortgage Lending, Portfolio Management, Risk Management
Education
The University of Lethbridge 2003 — 2007
Bachelor of Management, General Management
HSBC Commercial Banking January 2015 - Present
HSBC July 2013 - January 2015
University of Rochester June 2011 - May 2012
EMTG CONSULTANTS INC June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Project Management, Event Planning, Event Management, Data Analysis, Photoshop, QuickBooks, Microsoft Publisher, Stata, Oracle Applications, PC, Mac, CIF, MCD, SharePoint, WebTrends Analytics, Social Media, Public Speaking
Education
William E. Simon School of Business
Master of Science (MS), Finance
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics, East Asian Studies
Deloitte June 2015 - July 2015
HSBC Commercial Banking June 2014 - August 2014
Fitzgerald's 1928 June 2012 - August 2013
Zebra Lacrosse May 2013 - July 2013
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master in Professional Accounting
Washington and Lee University 2011 — 2015
Bachelor of Science with Special Attainments in Commerce, Accounting and Business Administration
Glen Ridge High School
Buffalo State College January 2013 - September 2014
M&T Bank June 2014 - August 2014
HSBC Commercial Banking May 2012 - September 2012
Skills
Windows 7, Microsoft Office, Cisco Technologies, Mac OS, Computer Hardware, HTML, JavaScript, CSS, Troubleshooting, Networking, Anime, OS X, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word
Education
Buffalo State College 2012 — 2014
Bachelor of Science, Computer Information Systems
HSBC Commercial Banking August 2014 - Present
Extended Stay America January 2014 - August 2014
Tender 123 April 2008 - January 2014
FremantleMedia May 2013 - August 2013
Skills
Final Cut Pro, Video Editing, iMovie, Photoshop, Video Production, Final Cut Express, Garageband, Film, Apple Motion, LiveType, Celtx, Screenwriting, Microsoft Word, PowerPoint, Customer Service, Editing, Digital Media, Film Production
Education
Temple University 2011 — 2014
Bachelor of Arts (BA), Media Studies and Production, 3.6
Rockland Community College 2010 — 2011
HSBC Commercial Banking March 2015 - Present
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman February 2009 - February 2011
BNY Mellon June 2005 - June 2006
Skills
Asset Allocation, Microsoft Office, Financial Analysis, Sales, New Business Development, Corporate Finance, SWIFT messaging, Corporate Actions, Relationship Management, Business Analysis, Securities, Fixed Income, Equities, Financial Services, Bloomberg, Mutual Funds, Investments, Finance, Risk Management
Education
University of Rochester 2000 — 2004
American History
Self Employed January 2015 - Present
HSBC Commercial Banking October 2012 - January 2015
HSBC June 2012 - October 2012
Self January 2005 - October 2012
Rouge River Woodworks October 2009 - April 2010
Pittsburgh Glass Works, LLC June 2005 - October 2009
Leki USA Inc July 2003 - June 2005
Cratervin/Terra Gourmet January 2000 - June 2005
M&T Bank March 2001 - January 2002
Softbank Service Group June 1999 - March 2001
Skills
Banking, Marketing, Customer Service, Loans, Anti Money Laundering, Financial Services, Social Media, Financial Analysis, Business Strategy, New Business Development, Commercial Banking, Management, Credit, Marketing Strategy, Business Analysis, Microsoft Office, Relationship Management, Event Management, Event Planning, Business Process..., KYC, Social Networking, Finance, Corporate Finance, Corporate Events, Weddings, Parties, Wedding Planning, Public Relations, Social Media Marketing, Entertainment, Securities, Acting, Voice Acting, Voice Over, Talent Booking, Trusts, Public Speaking, Account Management, Bank Secrecy Act, Microsoft Excel, Microsoft Word, Birthdays, Compliance, AML, Leadership, Downhill Skiing, Snowboarding, Lines Of Credit
Education
University of Guelph-Humber 2011 — 2014
International Business/Trade/Commerce
Edlio, Inc. August 2014 - June 2015
USC Hospitality Industry Project January 2012 - January 2014
HSBC Commercial Banking June 2012 - July 2012
Kapacity Advertising Co., Ltd. June 2011 - July 2011
IL LIDO Restaurant June 2009 - August 2009
Skills
HTML, CSS, Photoshop, Microsoft Office, JavaScript, Social Media, PHP, Research, Public Speaking, Online Marketing, Marketing Strategy, Basic C++, Adobe Photoshop, Adobe Dreamweaver, jQuery, Marketing, PowerPoint, Google Analytics, Adobe Illustrator, Microsoft Word, Facebook, Microsoft Excel, Social Networking, SCSS, TextMate, Training Videos, LibreOffice, Jing, Confluence, Zendesk, JIRA, Dreamweaver, C++
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Political Economy and Web Development, Recent Graduate
Syracuse University 2013 — 2013
Florence Summer Session
Shanghai American School 1998 — 2010
High School
HSBC Commercial Banking January 2015 - Present
JPMorgan Chase 2007 - December 2014
JP Morgan Chase May 2004 - August 2007
Enterprise Rent-A-Car 1999 - 2004
Skills
Sales Management, Customer Relations, Cash Management, Banking, Treasury Management, Retail Banking, New Business Development, Negotiation, Credit Cards, Credit, Relationship Management, Credit Analysis, Payments, Merchant Services, Financial Analysis, Commercial Banking, Treasury, Risk Management, Portfolio Management, Treasury Services, Loans, Financial Services, Credit Risk, Finance, Capital Markets, Customer Service, Financial Risk, Investment Banking, Management
Education
University of Illinois at Chicago
BS, Marketing
Univerzitet u Beogradu
Marketing
HSBC Commercial Banking June 2015 - Present
Bank of America Merrill Lynch July 2005 - May 2015
Agilent Technologies June 2004 - August 2004
JPMorgan Chase May 2001 - August 2003
JPMorgan Chase September 1999 - May 2001
Skills
Financial Modeling, Credit Analysis, Valuation, Portfolio Management, Series 7, Bloomberg, Corporate Finance, Project Management, Financial Analysis, Contract Negotiation, Staff Development, Risk Management, Risk Assessment, Series 63, Credit, Loans, Treasury Management, Credit Risk, Commercial Banking, Commercial Lending, Asset Based Lending, Financial Services, Due Diligence
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance
Tufts University 1995 — 1999
Bachelor of Arts (B.A.), Economics
TEKsystems December 2014 - Present
TransLink September 2014 - Present
HSBC Commercial Banking February 2014 - Present
Syscon Justice Systems March 2013 - January 2014
IBM October 2012 - February 2013
Alberta Department of Agriculture June 2012 - August 2012
Alberta's Department of Transportation January 2011 - March 2012
Alberta Pensions Administration Corporation (APS) September 2010 - December 2010
Contract for Government of Alberta February 2010 - June 2010
CGI North America November 2008 - January 2010
Skills
J2EE, Spring, Web Applications, Hibernate, JSF, Ant, SQL, Linux, C#, Websphere, C++, Agile, Unix, MySQL, Windows, XML, DB2, JSP, JavaScript, SQL Server, Struts, Java, Software Development, C, Web Services, Databases, Requirements Analysis, .NET, Tomcat, HTML, Application Development, PL/SQL, AJAX, CSS, Eclipse, Programming, JBoss, Visual Studio, Subversion, Cloud Computing, Integration, JBoss Seam, Sencha, jQuery, Java Enterprise Edition, Agile Methodologies, Weblogic, EJB, JBoss Application Server, Spring Framework
Education
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN) 1987 — 1992
Master degree in math, math, master degree
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN) 1987 — 1992
Master’s Degree, Mathematics and Computer Science
HSBC Commercial Banking March 2014 - Present
HSBC October 2008 - March 2014
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Trade Finance, Letters of Credit, Foreign Exchange, Global Cash Management, Cash Management, Cash Flow Lending, International Trade, International Banking..., Financial Risk, Banking, Portfolio Management, Credit, Financial Analysis, Credit Analysis, Risk Management, Internal Audit, Relationship Management, Credit Risk
Education
University of Nevada-Las Vegas 1995 — 2000
Business, Economics
Inbound Call Experts April 2014 - Present
AmeriMerchant July 2013 - March 2014
Ricoh Americas Corporation July 2011 - April 2013
Bank of New York (now BNY Mellon) 2004 - 2005
HSBC Commercial Banking 2002 - 2004
Citi 2000 - 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Sales Management, Sales, Acquisitions, New Business Development, Customer Relations, Customer Retention, Presentations, Financial Services, Project Management, Networking, Loan Servicing, Mortgage Servicing, Equity Management
Education
Siena College
Bachelor of Applied Science (B.A.Sc.), Marketing & Management
HSBC Commercial Banking 2014 - Present
BBVA 2014 - 2014
Virginia National Bank 2011 - 2013
Wells Fargo/ Wachovia 2007 - 2011
Enterprise Holdings 2005 - 2007
Skills
Strategic Planning, Sales Management, Credit, Financial Analysis, Banking, Business Development, Commercial Banking, Loans, Risk Management, Customer Service, Portfolio Management, Management, Relationship Management, Training, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Political Science
HSBC Commercial Banking 2014 - Present
HSBC 2007 - November 2014
M&T Bank 1999 - 2006
Skills
Loans, Financial Analysis, Commercial Banking, Credit, Banking
Education
State University of New York College at Buffalo 1993 — 1999
MBA, Finance and MIS
State University of New York at Buffalo - School of Management 1993 — 1999
MBA, Finance
HSBC Commercial Banking November 2013 - Present
HSBC Commercial Banking March 2013 - November 2013
HSBC Commercial Banking January 2011 - March 2013
HSBC Commercial Banking February 2003 - January 2011
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Credit Analysis, Loans, Portfolio Management, Asset Based Lending, Small Business Lending, Cash Management, Relationship Management, Strategy, Credit Risk, Financial Services, Lines Of Credit, Cross Selling, CRM, Loan Origination, Financial Risk, Treasury Management, Capital Markets, Risk Management, Operational Risk, Core Banking, Foreign Exchange, Finance, Management
Education
University at Albany, SUNY 1998 — 2002
Bachelor of Science, Finance, M.I.S., Economics
HSBC Commercial Banking November 2014 - Present
HSBC March 2014 - Present
Hilary Weaver Entertainment November 2007 - Present
ADR Chambers Banking Ombuds Office July 2013 - February 2014
HSBC June 2013 - February 2014
The Equitable Trust Company May 2011 - April 2013
Chartis Insurance October 2007 - March 2011
Bank of Montreal February 2007 - October 2007
Dundee Wealth Bank January 2005 - November 2006
TD Bank 2003 - 2005
Skills
Compliance, Privacy, Financial Services..., Risk Management, Corporate Governance, Banking, Governance, Licensing, Risk Assessment, Operational Risk..., Insurance, Contract Negotiation, Enterprise Risk..., Legal, Privacy Law, Financial Risk, Policy, AML, Management, Mergers & Acquisitions, Financial Services, Strategy, Due Diligence, Training, Legal Writing, Internal Audit, Financial Regulation, Business Strategy, Start-ups, Business Process, Project Management, Analysis, Executive Management, Strategic Planning, Negotiation
Education
University of Ottawa 1981 — 1984
LLB, Law
Baeyerische Maximilius Universitaet 1977 — 1978
year abroad, German
University of Toronto 1974 — 1977
BA, French, German and Italian
HSBC Commercial Banking December 2014 - Present
Business Development Bank of Canada February 2012 - June 2014
Business Development Bank of Canada April 2009 - February 2012
Business Development Bank of Canada June 2006 - April 2009
UBS Investment Bank September 2004 - June 2006
Skills
Banking, Financial Analysis, Corporate Finance, Business Strategy, Management Consulting, Risk Management, Credit, Portfolio Management, Loans, Commercial Banking, Commercial Lending, Finance, Financial Modeling, Financial Risk, Relationship Management
Education
Simon Fraser University 2003 — 2004
Masters Degree, Business Administration
Simon Fraser University 1999 — 2002
Bachelors Degree, Business Administration
HSBC Commercial Banking March 2015 - Present
HSBC Commercial Banking March 2014 - March 2015
GE Capital July 2012 - February 2014
CIBC Commercial Banking September 2010 - June 2012
GE Real Estate April 2006 - August 2010
GE Commercial Finance 2000 - 2006
Skills
Financial Analysis, Financial Modeling, Credit, Portfolio Management, Corporate Finance, Banking, Business Strategy, Strategic Planning, Credit Risk, Investments, Risk Management, Strategic Financial..., Asset Based Lending, Business Analysis, Commercial Banking, Change Management, Relationship Management, Negotiation
Education
Royal Roads University 1998 — 1999
B Comm
CMA
TCE Insurance Services, Inc. June 2015 - Present
HSBC Commercial Banking March 2014 - June 2015
JPMorgan Chase June 2010 - March 2014
Skills
Banking, Credit, Investments, Loans, Account Management, Budgets, Customer Service, Marketing, Commercial Banking, Finance, Financial Analysis, Small Business, Financial Services, Small Business Lending, Risk Management, Cash Management, Insurance, Business Analysis, Relationship Management, Portfolio Management, Credit Risk, Loan Origination, Cross Selling, Business Relationship..., Credit Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
BS, Finance, Philosophy
HSBC Commercial Banking January 2015 - Present
HSBC September 2013 - Present
HSBC December 2010 - September 2013
Niagara Frontier Transportation Authority March 2007 - January 2008
Skills
Due Diligence, Capital Markets, PowerPoint, Strategic Planning, Real Estate, Research, Risk Management, Banking, Corporate Finance, Microsoft Office, Urban Planning, Financial Analysis, Commercial Banking, Portfolio Management, Credit, Commercial Lending, Credit Analysis, Credit Risk, Commercial Mortgages, Loans, Analysis
Education
State University of New York at Buffalo 2005 — 2010
Juris Doctor, Law
State University of New York at Buffalo 2005 — 2010
Masters, Urban Planning
Intergulf Development Group November 2013 - Present
Faris Investment Corporation August 2007 - Present
HSBC Commercial Banking 2003 - 2007
Skills
Investments, Real Estate, Financial Analysis, Investment Properties, Valuation, Due Diligence, Negotiation, Financial Modeling, Real Estate Development, Banking, Property Management, Real Estate Transactions, Mortgage Lending, Credit, Corporate Finance, Real Estate Economics, Loans, Customer Service, Private Equity, Finance, Business Development, Sales Management, Asset Management, Portfolio Management, Sales, Strategic Planning, Business Strategy, Mergers & Acquisitions, Commercial Real Estate
Education
CGA - BC 2007 — 2010
Accounting, Honours
UBC 1998 — 2002
Bachelor of Commerce (BCom)
WVSS 1995 — 1998
Maximizer Software, Inc. March 2015 - Present
CPA Canada (Chartered Professional Accountants Canada) May 2008 - March 2015
HSBC Commercial Banking January 2007 - August 2007
Skills
Process Improvement, Software Development, Software Documentation, C#, ASP.NET, Java, JSP, JavaScript, HTML 5, CSS, Business Analysis, SQL, E-Learning, SharePoint, Microsoft Office, Access, Accounting, Microsoft Excel, Microsoft SQL Server, Project Management, Software Project..., Team Leadership
Education
Simon Fraser University 2002 — 2007
Bachelor of Science (BS), Information Technology, Computer Software Engineering
HSBC Commercial Banking July 2014 - Present
HSBC October 2012 - July 2014
HSBC October 2011 - October 2012
Ross Stores, Inc. October 2010 - September 2011
Skills
Customer Service, Analysis, Leadership, Teamwork, Team Management, Multi Tasking, Problem Solving, Critical Thinking, Training, Quick Study, Organization, Communication
Education
Merritt College 2009 — 2011
HSBC Commercial Banking September 2012 - Present
HSBC January 2010 - August 2012
HSBC June 2007 - January 2010
Capgemini Consulting April 2007 - June 2007
AbsolutData Research & Analytics August 2005 - April 2007
Skills
Analytics, Predictive Modeling, CRM, Business Analysis, Predictive Analytics, SAS, Data Analysis, Customer Analysis, Statistical Modeling, SAS programming, Marketing Analytics, Analysis, Logistic Regression, Business Analytics, Data Mining, Credit Cards, VBA, Time Series Analysis, Financial Modeling, SPSS, Segmentation, Credit Risk, Basel II, Data Modeling, Econometrics, R, MIS, Teradata, Statistics, Customer Insight, Business Intelligence, Risk Analytics, Portfolio Management, Financial Services, Regression Analysis, Big Data, Big Data Analytics, Dunn & Bradstreet
Education
DPS, Vindhyanagar 1997 — 1999
Penn State University
BMO Financial Group November 2013 - Present
HSBC Commercial Banking January 2011 - November 2013
BMO Financial Group January 2008 - January 2011
CIBC June 1994 - January 2008
Skills
Mortgage Lending, Retail Banking, Banking, Credit Analysis, Credit, Customer Service, Loans, Strategic Planning, Credit Risk, Portfolio Management
Education
Seneca College of Applied Arts and Technology 1984 — 1986
Canadian Securities Institute
Canadian Securities Course, Finance, General
BMO Financial Group March 2015 - Present
HDFC Bank April 2012 - September 2014
HSBC Commercial Banking November 2011 - January 2012
JG Shah Financial Consultancies Pvt. Ltd. April 2011 - June 2011
OK! Magazine September 2009 - December 2009
Skills
Working Capital..., Banking, Finance, Leadership, Financial Analysis, Portfolio Management, Corporate Communications, SME Banking, Management Consulting, Marketing Communications, Publishing, Creative Writing, CRM, Management, Team Management, Corporate Finance, Business Analysis, Microsoft Office, Financial Modeling
Education
N.L. Dalmia Institute of Management Studies and Research 2010 — 2012
Post Graduate Diploma in Business Management, Finance
Mumbai University 2006 — 2009
Bachelor of Management Studies, Finance, Banking and Corporate, First Class
R. N. Podar Sr. Secondary School
Distinction
School Employees CU of WA February 2003 - Present
School Employees Credit Union of Washington July 1995 - February 2003
HSBC Commercial Banking 1993 - June 1995
University of Washington September 1991 - 1993
Education
Seattle University 1993 — 1995
BA, Finance, General
University of Washington 1991 — 1993
Finance, General
Capital One July 2009 - Present
Eurohypo AG June 2007 - July 2009
HSBC Commercial Banking September 2002 - June 2007
Skills
Financial Services, Credit, Portfolio Management, Loans, Risk Management, Mortgage Lending, Credit Analysis, Investments, Finance, Commercial Lending, Structured Finance, Commercial Banking, Loan Origination, Treasury Services, Originations, Hedge Funds, Strategic Partnerships, Strategy, Alternative Investments, Fixed Income
Education
The American University - Washington, D.C. 1991 — 1993
Master of Business Administration (M.B.A.), MBA
Syracuse University - Maxwell School 1984 — 1988
Bachelor of Arts (B.A.), International Relations
HSBC Commercial Banking December 2014 - Present
HSBC Commercial Banking August 2014 - December 2014
HSBC Commercial Banking September 2012 - August 2014
HSBC Retail Banking and Wealth Management April 2011 - October 2012
CIBC December 2009 - March 2011
CIBC December 2008 - December 2009
CIBC May 2008 - December 2008
Skills
Financial Analysis, Portfolio Management, Credit analysis, Corporate Finance, Project Finance, Commercial Banking, Trade Finance, Derivatives, Interest Rate..., Syndications, Strategic Financial..., Investments, Credit, Credit Analysis, Loans, Capital Markets, Finance, Relationship Management, Management, Financial Services, Wealth Management, Banking, Credit Risk, Mortgage Lending
Education
CFA Institute 2009 — 2012
Canadian Securities Institute
CSC
Simon Fraser University
Bachelor's Degree, Finance & Accounting
RBC Royal Bank of Canada June 2013 - Present
HSBC Commercial Banking January 2013 - May 2013
HSBC Commercial Banking April 2011 - January 2013
TD Canada Trust April 2007 - April 2011
Simon Fraser University May 2010 - September 2010
Education
Simon Fraser University 2006 — 2010
Bachelor of Business Administration (BBA) Honours
HSBC Commercial Banking January 2014 - Present
HSBC Commercial Banking July 2012 - January 2014
Richardson GMP May 2011 - July 2011
Mackie Research Capital May 2010 - September 2010
J.F. Mackie & Company May 2009 - September 2009
Skills
Investments, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Banking, Credit, Credit Analysis, Corporate Finance, Risk Management, Relationship Management, Wealth Management, Strategic Financial..., Customer Service, Credit Risk
Education
Queen's University
Master's of Business Administration (MBA)
The University of Calgary 2008 — 2012
Bachelor of Commerce, Finance
University of South Australia 2011 — 2011
BCOMM, Finance
HSBC Commercial Banking November 2012 - Present
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
HSBC Commercial Banking
Skills
Commercial Banking
Education
University of Phoenix 2009 — 2011
Bachelor's Degree, Business Administration and Management, General
HSBC January 2015 - Present
HSBC Commercial Banking July 2012 - March 2015
HSBC July 2011 - July 2012
HSBC May 2010 - June 2011
One Stop Entertainment / CoinOp Ltd. November 2002 - May 2009
JC Management Group March 2007 - May 2008
Skills
Relationship Management, Portfolio Management, Financial Analysis, Business Analysis, Business Development, Credit Analysis, Risk Management, Finance, Credit, Investments, Loans, Commercial Banking, Commercial Lending
Education
Simon Fraser University 2002 — 2006
B.Sc, Molecular Biology and Cellular Biology
HSBC Commercial Banking December 1992 - May 2000
Skills
Financial Accounting, Financial Reporting, Accounts Payable, Microsoft Office, Microsoft Excel, Microsoft Word, MEGA, Minitab, FrontPage, Outlook, PowerPoint, Access, Accounts Receivable, Microsoft Office...
Education
Texas A&M University-Commerce 2006 — 2012
BPA/MBA, Accounting and Business/Management
HSBC Commercial Banking November 2014 - Present
Education
The University of Texas at Arlington 2010 — 2014
Master of International Business
University of Paris I: Panthéon-Sorbonne 2005 — 2008
HSBC Commercial Banking Management Trainee InternJohn Swire & Sons HKJuly 2013 - August 2013
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
KPMG China July 2015 - Present
Bank of Communications Limited August 2014 - August 2014
HSBC Commercial Banking July 2014 - August 2014
Santa Barbara City College January 2014 - May 2014
International Student Ambassador at SBCC May 2012 - May 2014
Chinese Scholars Association at SBCC March 2013 - March 2014
Education
University of California, Santa Barbara 2014 — 2016
Bachelor's Degree, Economics and Accounting
Santa Barbara City College 2012 — 2014
Economics and Accounting
HSBC Commercial Banking August 2014 - Present
T.K Valet May 2011 - Present
Coffee Culture Cafe September 2009 - November 2011
Big Johns Restaurant June 2007 - September 2010
Skills
Microsoft Suites, AutoCAD, SketchUp, ArcGIS, ESRI's Business Analyst, Multitasking Skills, Time Management
Education
State University of New York College at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Urban and Regional Analysis and Planning
Hutchinson Central Technical High School 2005 — 2009
Advanced Regents Diploma
Deutsche Bank June 2014 - August 2014
HSBC Commercial Banking May 2013 - July 2013
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics with concentrations in Finance, Marketing, Accounting
HSBC Commercial Banking June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Entrepreneurship, Business Planning, Public Speaking
Education
University of California, Berkeley 2014 — 2018
Bachelor of Applied Science (B.A.Sc.), Econometrics and Quantitative Economics
HSBC Commercial Banking June 2008 - Present
HSBC Commercial Banking October 2004 - June 2008
Fleet National Bank/ Bank of America June 1998 - October 2004
Fleet National Bank March 1990 - June 1998
Fleet National Bank June 1988 - March 1990
Fleet National Bank March 1987 - June 1988
Fleet National Bank June 1986 - March 1987
Leach & Garner Co. June 1982 - June 1986
Education
Providence College 1977 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Independent IT Auditors July 2014 - Present
7-Eleven November 2010 - March 2014
HSBC Commercial Banking January 2009 - July 2010
Skills
IT Audit, IT Governance, Disaster Recovery, Risk Management, Financial Risk, Sarbanes-Oxley Act, HIPAA, SOX, Software Documentation, Information Security..., Information Technology, SDLC, COSO, Computer Security, Business Continuity..., Risk Assessment, Penetration Testing, Internal Controls, CISA, PCI Standards, Operational Risk, ISO 27001, Business Analysis, Information Security, Analysis, Internal Audit, Information Security..., Process Improvement, Security, IT Management, Business Process...
Education
Southern Methodist University 2015 — 2017
Master’s Degree, Master of Science in Information Engineering and Management (MSIEM)